Plan Services

We offer a variety of servicing options to meet the needs of any brokerage or financial institution looking to offer its client’s tax-advantaged savings accounts, including Trustee, recordkeeping, government reporting, and on-line resources.

Our plans and services are very flexible—accounts can be funded by a variety of different investment options (including stocks, bonds, mutual funds, limited partnerships, CDs, and insurance products). We utilize advanced administration systems and employ one of the industry's most experienced customer support teams.

Because our business is the servicing of tax-advantaged accounts—not investments, we have partnered with many of the country's leading investment companies to offer our products and services. This allows both Principal Trust and our partners to focus on what we each do best. For more information on the different ways that we can work with you, contact us.